LeadSquared

Learn to integrate LeadSquared in Netcore's CE dashboard.

Overview

LeadSquared is a cloud-based software solution designed to empower businesses of all sizes by automating and optimizing their sales and marketing efforts. It is a two-pronged system, offering Marketing Automation and Customer Relationship Management (CRM) functionalities.

On the marketing side, LeadSquared facilitates tasks such as lead capture through forms and landing pages. It enables targeted campaigns and automates communication with potential customers, nurturing them through the sales funnel. Additionally, it provides valuable insights through analytics and segmentation tools.

LeadSquared's CRM component helps businesses manage their customer relationships effectively. It allows for centralized storage of customer data, tracking of sales activities, and efficient pipeline management. This fosters improved communication and collaboration within sales teams, leading to faster deal closures.

LeadSquared aims to streamline the entire sales and marketing process by integrating marketing automation and CRM into one platform. This integrated approach helps businesses generate qualified leads, convert them into customers, and ultimately achieve sustainable growth.

Integration Overview

The integration between LeadSquared and Netcore facilitates the seamless data transfer between the two platforms, fostering effective collaboration between your sales and marketing teams. Zapier powers this functionality and can be implemented through two primary methods: Netcore Connector Campaigns or via Zapier.
The integration empowers you to:

  • Synchronize User Data: Create or update user profiles within Netcore upon creating new leads in LeadSquared.
  • Manage User Segments: Dynamically add or remove users from designated cohorts (segments) within Netcore based on changes in lead status within LeadSquared.

Use Cases

  • Automated Welcome Messages: When a new lead is created within LeadSquared, an automated welcome message can be triggered through Netcore.
  • Dynamic Lead Segmentation: Based on their evolving lead status within LeadSquared, leads can be automatically added to relevant segments within Netcore.
  • Targeted Engagement Campaigns: When a lead is designated as "hot" or "qualified" within LeadSquared, a corresponding campaign within Netcore can be automatically triggered, ensuring engagement at the most opportune moment.

Integration Benefits

Here are the key benefits of this integration.

  • Improved Data Flow: Seamless data transfer between LeadSquared (your CRM) and Netcore (your customer engagement platform) eliminates manual data entry and ensures consistency, allowing a complete picture of your customer journey.
  • Enhanced Lead Nurturing: Netcore's omnichannel marketing capabilities can be triggered by data points within LeadSquared. This enables automated and personalized communication across various channels (email, SMS, push notifications) to nurture leads more effectively.
  • Streamlined Sales & Marketing Alignment: Sales reps gain access to richer customer profiles with Netcore data integrated into LeadSquared. This fosters better communication and targeted outreach to qualified leads.
  • Boosted Conversion Rates: Netcore's AI-powered marketing automation allows you to create personalized campaigns based on lead behavior and demographics within LeadSquared, which can significantly improve conversion rates.
  • Increased Efficiency: Automating tasks through integration reduces manual work for your teams, freeing them to focus on higher-level strategies and customer interactions.
  • Improved Customer Experience: A unified view of customer data allows for a more consistent and personalized experience across all touchpoints.

πŸ“˜

Prerequisites

  • Ensure you have admin access to your LeadSquared account.
  • Ensure you have your LeadSquared API Keys.
  • A common identifier between Netcore and LeadSquared. It is recommended that you map your users across two platforms.

Integrate LeadSquared in Netcore

Follow these steps to integrate LeadSquared into your Netcore CE dashboard.

  1. Get the API Access Keys for your LeadSquared Account. This will be available in the API WebHooks section
    Note the API Access Key and Secret Key, which you must use to configure the payload when configuring the CE Dashboard.
  2. Log in to the Netcore CE dashboard and navigate to Settings > Integrations.
  3. Select LeadSquared under the CRM section. The Integration modal appears.
  4. Select Add Integration.
  5. Enter the Connection Name.
  6. Select POST as the method.

Within the request body, specify the details of your activity, such as the Activity Event Code and any additional notes. These activity details are flexible and can be customized according to the LeadSquared API. Refer to the provided example to format your data (payload) and include the required fields.

  1. Click Activate after following the necessary steps.